See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $112,021 | $61,605+81.8% | $112,229-0.2% | $75,163+49.0% |
| Participation rate | 100.0% | 61.7%+38.3pp | 72.4%+27.6pp | 67.2%+32.8pp |
| Annual return | 16.18% | 28.47%-12.3pp | 30.20%-14.0pp | 160.62%-144.4pp |
| Employer contribution / active EE | $6,383 | $2,015+216.7% | $3,430+86.1% | $2,670+139.1% |
| Participant deferral / active EE | $5,762 | $3,108+85.4% | $4,798+20.1% | $4,125+39.7% |
| Admin fee / account holder | $1,891 | $4,862-61.1% | $7,748-75.6% | $5,651-66.5% |